1. Wealth Planning

The decisions you make today will shape your family, business, and retirement; we’re here to help you achieve your individual goals. We measure twice and cut once.

2. Investment Approach

We manage your assets with an overlay of risk management so the portfolio, based on ownership, entity and wealth transfer planning are all taken into consideration collectively.

3. Business Succession Planning

We work with private business owners to help you prepare for a sale of your most important asset, including pre-sale planning. We’ll work to understand your priorities and educate you about potential solutions for optimal management and ownership succession.

4. Philanthropic Strategy

We want to amplify your philanthropic impact in your community and the world. That means that we will proactively seek out, and employ, strategies designed maximize the impact of your gifts to the causes that matter most to you.

5. Family Education

With a solid tax and estate plan in place, the single most impactful way to protect and preserve your wealth is through education.

Forum Presentation Topics

• 5 key market areas to focus on in Q4 2021.

• Building a Moat Around Your Wealth – Explore different wealth transfer and estate planning techniques focused on tax mitigation, asset and creditor protection.

• Strategic Philanthropy-Amplify your philanthropic impact by employing strategies designed to maximize the impact of your gifts to causes that matter most to you and your family.

• Financial Education and Stewardship – Helping future generations understand the responsibility associate with accumulating and managing wealth.

• Preparing for a Successful Exit Begins with Defining Your Financial Independence Through a Robust Financial Planning Process.

Contacts